Real Estate

Real estate is the dominant asset class in the real assets sector, but also the most versatile.

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Real Estate forecasts

Statements zum Berliner Wohnmarkt
Analysis Forecast

Statements on the Berlin housing market

Four industry experts discussed the situation of Berlin's residential real estate market on 8 July 2026. They emphasize attractiveness and available capital, but demand planning security, faster approvals and less regulation. New construction is considered a central lever.

MarketsReal EstateStatements
Nicole Römer, Head of Retail Germany bei Colliers. Foto: Colliers
Forecast Quarterly Report

Slowed momentum in the retail investment market – opportunities for the second half of the year due to a well-filled sales pipeline

The German retail investment market recorded a transaction volume of EUR 1.9 billion in the first half of 2026 (-25% year-on-year); in the second quarter, it slumped by 41%, and deals halved. The reasons are geopolitical risks and interest rate increases. Colliers sees opportunities for the second half of the year; Forecast: around 5 billion euros.

MarketsReal Estate
Dr. Wulff Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien (Credits: Aengevelt Immobilien)
Analysis Comment Forecast Quarterly

“Aengevelt sees rising prices for residential real estate regardless of interest rate developments.”

According to Aengevelt, the house price index has risen for six quarters in a row; in the 1st quarter of 2026 by 1.4 percent compared to the previous year. The connection to construction interest rates is loosening. The market diverges regionally: highest growth in apartments in sparsely populated districts, in some cases declines elsewhere.

MarketsReal Estate
Foto von Paul Becker auf Unsplash
Forecast News

Savills expects around 3.5 million square metres of new construction space on the European office market in 2026

Savills expects around 3.5 million m² of new office space in Europe in 2026 – stable compared to the previous year, but 28% below the 2022 peak. 21% of the 2025 projects have been postponed to 2026; In 2027, the volume is expected to fall to 2.7 million m². Speculative pipeline 1.5%, top vacancies 2–3%.

MarketsReal Estate
Dr. Wulff Aengevelt, geschäftsführender Gesellschafter von Aengevelt Immobilien. Bildquelle: Aengevelt Immobilien
Analysis Comment Forecast

“Aengevelt: Politics reduces rental housing supply.”

Aengevelt predicts a further decline in the supply of affordable rental apartments, as political regulations make renting unattractive. Up to three million apartments could fall out of rent; Small landlords react with sales, vacancies or conversions.

MarketsReal Estate
Foto von Sindy Süßengut auf Unsplash
Analysis Forecast

Avison Young Outlook H2 2026: The real estate market will be slowed down, but the recovery will not be completely slowed down

Avison Young sees a slowed but sustained recovery of the German real estate markets in the H2 2026 outlook: The Iran conflict and higher interest rates are dampening activity and prices. User markets remain cautious; Financing is sometimes reaching its limits. A complete stalling of the recovery is not expected.

MarketsReal Estate
Analysis Forecast Report

Affordable housing is once again the focus of institutional investors

CBRE once again sees affordable housing as an attractive investment option for institutional investors. Public subsidy programs and tax incentives improve profitability. The focus is shifting towards long-term cash flow strategies.

MarketsReal Estate
Mark Aengevelt, geschäftsführender Gesellschafter Aengevelt Immobilien. Bildquelle: Aengevelt Immobilien
Comment Forecast

“Aengevelt sees the Office asset class facing massive restructuring.”

Aengevelt sees the office asset class facing massive restructuring. Working from home, demographics and AI are dampening demand for space; Ifo sees a reduction of 12% by 2030, and a study sees reductions of up to 27%. The "Flight to Quality" strengthens new construction and flexible concepts.

MarketsReal EstateStatements

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